Officers 2021-2022
Jason Bach, CFP
President
972-348-6300
jbach@financialguide.com
Timothy Flanagan, Jr., CLU, ChFC, CFP, ChSNC
Immediate Past President
704-557-9600
tflanaganjr@financialguide.com
Committee Chairs 2021-2022
Scott Greenfield
Advisor 360° & Technology Chair
404-926-1301
sgreenfield@capstonfn.com
Chris Furrule
Advisor Experience Committee Chair
732-751-3034
cfurrule@financialguide.com
Jeremy Straub, CFS, CRPC
Wealth Management & Financial Planning Chair
954-331-5100
jstraub@financialguide.com
Joe DiLeo
Coverpath Committee Chair
716-276-1105
jdileo@financialguide.com
Greg McRoberts
Recruiting/Productivity Committee Chair
312-356-2155
gmcroberts@financialguide.com
Brendan Naughton
MMFA 2.0 / Brokerage Committee Chair
413-539-2000
bnaughton@financialguide.com
Samantha Clark-Cherney, CLF, CLTC
Annuity Committee Chair
516-682-3380
samanthaclark@financialguide.com
Joe Mallee
Life Committee Chair
215-441-8200
jmallee@financialguide.com
Roman Matusz, CLF
Disability/Worksite Committee Chair
412-418-9576
rmatusz@financialguide.com
Jerry Corless, CFP
Firm Operations Committee Chair
901-746-6333
jcorless@financialguide.com
Manuel Amezcua
Firm Analytics Committee Chair
248-357-7655
mamezcua@financialguide.com
Greg Cohn
Service & Operations Committee Co-Chair
925-979-2300
gregcohn@financialguide.com
Ry Hudnall
Service & Operations Committee Co-Chair
843-856-3411
rhudnall@financialguide.com